Question: Can you recommend a platform that allows me to build and share custom dashboards with my team for financial planning and reporting?

If you're looking for a platform to build and share custom dashboards for financial planning and reporting, Causal is a great choice. It lets you build models, connect to different data sources, and share dashboards with colleagues. Causal connects to accounting systems like QuickBooks and Xero, HRIS, CRM software and data warehouses so you can pull historical and live data into your financial models. It's got human-readable formulas, fine-grained access controls and built-in currency conversion.

Another option is Onvo, an AI-assisted data visualization tool that makes it easier to build interactive charts and insights without having to write complicated queries. It connects to multiple data sources, including Google Sheets and Salesforce, and lets you share and embed dashboards. Onvo's AI prompts and automated workflows can help you save a lot of time and automate your financial reporting.

Vizzly is another option. This no-code analytics tool is geared for SaaS companies and lets you build interactive analytics dashboards fast. It supports data modeling, SQL connections and native SDK-based embedding, which means it's a good option for building analytics into your own product without much programming work. Vizzly's no-code builder lets non-technical stakeholders build dashboards, too, for better user experience and faster time to market.

If you need a collaborative workspace, Airbook could be a good choice. It connects to more than 150 data sources with native connectors and has a range of features like SQL querying, collaborative workspaces and visualization tools. The platform is good for a wide range of use cases, including financial analytics, and lets you collaborate on data analysis across teams for better financial decision making.